Financial Planning for Physicians, Dentists, and Business Owners
Reduce Taxes, Optimize Savings, Invest Efficiently
We help you create Financial Balance so you can achieve security and financial freedom.
Strategic Wealth Design was founded for one purpose:
To enrich the lives of people we touch by helping them create financial freedom and security.
We recognize that most people have two primary financial goals:
Financial Security
Knowing and feeling that you’ll be okay no matter what happens.
Financial Freedom
Having enough net worth that you don’t have to work if you don’t want to.
When you prepare to protect yourself, your family and your wealth and you have a plan to achieve financial freedom, we call this being in Financial Balance.
Building sustainable wealth is both a science and an art, and at Strategic Wealth Design, we use a powerful process that takes into account both the emotional and mathematical sides of financial planning to create financial balance for our clients. Through working with us, our clients become:
Better Organized
More Educated
Increased Level of Savings
Better Protected
Qualifications:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant
- Accredited Investment Fiduciary
- Life Underwriter Training Council Fellow
- Bachelor of Science in Finance and Management Information Systems from UNLV
- FINRA Series 65 license
- Life and Health Insurance License
Community Service:
- UNLV Lee Business School Executive Advisory Board, Board Member
- Society of Financial Service Professionals, Member
- Southern Nevada Association of Insurance and Financial Advisors (SNAIFA), Past President
- Conscious Capitalism Las Vegas Chapter, Past Treasurer and Past Board Member
- UNLV Lee Business School Alumni Association, Past President
- Clark High School’s Academy of Finance, Past Mentor
- UNLV Alumni Association, Past Board Member
Fun Facts:
Raised in Dubai, but Las Vegas has been home since 1999
Married to Mamta, with two sons, Nirvan and Rehan, and one little princess, Yasmin
Enjoys anything that keeps his body healthy, plus meditating for his spirit
Likes films about superheroes who care about the world as much as he does
Enjoys reading books on leadership and business
Industry experience - 17 Years
Check the background of investment professionals on FINRA’s BrokerCheck.
We invite you to spend 30 minutes with us over the phone or in person to evaluate if we are a good fit for each other. We promise that it will be time well spent.
Schedule a
30-minute introductory call.
Strategic Wealth Design
2190 East Pebble Road, Suite 260
Las Vegas, NV 89123
Office: 702- 907-7444
Fax: 702-907-6444
Office Hours:
Monday: 8:00am-5:00pm
Tuesday: 8:00am-5:00pm
Wednesday: 8:00am-5:00pm
Thursday: 8:00am-5:00pm
Friday: 8:00am-5:00pm
Saturday: By Appointment
Reach Out For Financial Freedom
Check the background of investment professionals on FINRA’s BrokerCheck.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Strategic Wealth Design are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, AR, CA, CO, CT, FL, KY, MO, MT, NV, NM, NY, OR, TN, TX, UT, WA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Strategic Wealth Design makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.